Nancy Cooper
Topel & DiStasi Wealth Management · Santa Fe, New Mexico
Nancy Cooper is a fee-only financial advisor at Topel & DiStasi Wealth Management in Santa Fe, New Mexico. Nancy charges a percentage of assets, a flat fee or retainer and hourly fees (no asset minimum) and focuses on retirement planning, divorce financial planning and sustainable & impact investing.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Topel & DiStasi Wealth Management |
|---|---|
| Based in | Santa Fe, New Mexico |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $312.1M across 638 accounts |
| SEC registration | Investment adviser representative in CA, NM · CRD 2411995 |
| Exams passed | Series 63 (1995) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.td-wm.com |
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Questions about Nancy
Is Nancy Cooper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Topel & DiStasi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy charges a percentage of assets, a flat fee or retainer and hourly fees.
How much does Nancy charge?
According to Topel & DiStasi Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Nancy Cooper based?
Nancy Cooper is based in Santa Fe, New Mexico.
What does Nancy specialize in?
Nancy's specialties include retirement planning, divorce financial planning, sustainable & impact investing, tax planning and estate & legacy planning. Nancy works with retirees, mid-life transitions and divorced individuals.
Is Nancy Cooper registered with the SEC?
Yes. Nancy Cooper is registered as an investment adviser representative in CA and NM (CRD 2411995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Topel & DiStasi Wealth Management manage?
Topel & DiStasi Wealth Management reports $312.1M across 638 accounts in assets under management.
How do I contact Nancy Cooper?
Through Nancy's website, www.td-wm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Topel & DiStasi Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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